Skip to content
Nonprofiteer
← GARY AND JEANETTE HERBERT FOUNDATION

Form 990 for tax year 2025

Filed by GARY AND JEANETTE HERBERT FOUNDATION.

Totals

Total revenue
$252,535
Total expenses
$116,809
Contributions and grants received
$198,000
Grants paid
$50,000
Program service revenue
$0
Investment income
$54,535
Other revenue
$0
Total assets, end of year
$1,653,856
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,653,856
Program services expenses (Part IX)
$53,993
Management and general expenses
$14,691
Fundraising expenses
$48,125
Program service expenses (Part III)
$53,993

Program services were 46.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $198,000

  • 3 · Investment income

    total $54,535 · related or exempt $54,535

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,000 · program services $50,000

  • 11b · Fees: legal

    total $6,018 · management and general $6,018

  • 11e · Fees: professional fundraising services

    total $48,125 · fundraising $48,125

  • 11g · Fees: other

    total $12,666 · program services $3,993 · management and general $8,673

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $179,935 · end of year $269,726

  • 2 · Savings and temporary cash investments

    beginning of year $1,338,195 · end of year $1,384,130

  • 27 · Net assets without donor restrictions

    beginning of year $1,518,130 · end of year $1,603,856

  • 28 · Net assets with donor restrictions

    end of year $50,000

Mission and programs · 2025

Mission

THE MISSION OF THE GARY AND JEANETTE HERBERT FOUNDATION IS TO EDUCATE, RAISE AWARENESS, AND PROMOTE UNDERSTANDING OF THE FUNDAMENTAL GOVERNING PRINCIPLES OF OUR DEMOCRATIC REPUBLIC. THE FOUNDATION WILL PERFORM ITS MISSION BY: - SPONSORING EDUCATIONAL EFFORTS TO EXPAND PUBLIC UNDERSTANDING OF INDIVIDUAL LIBERTIES, CIVIC ENGAGEMENT, FREE MARKET PRINCIPLES, AND APPROPRIATE GOVERNMENT FUNCTIONS - PROMOTING MEANINGFUL DISCOURSE OF THE ROLES OF FEDERAL AND STATE GOVERNMENTS WITHOUT REGARD TO POLITICAL AFFILIATIONS - SUPPORTING THE EFFORTS OF THE HERBERT INSTITUTE FOR PUBLIC POLICY AT UTAH VALLEY UNIVERSITY

  • AFFILIATE FUNDING OF HERBERT INSTITUTE OF PUBLIC POLICY AT UTAH VALLEY UNIVERSITY

    Expenses $50,000 · Grants $50,000

  • SPONSORED PUBLIC FORUMS - GUEST LECTURERS

  • PUBLICATION OF RELEVENT PAPERS

    Expenses $3,993

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • GARY R HERBERT

    BOARD CHAIR,

    Total calculated
    $0
    Hours/week
    20

  • RONALD K HAWKINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JEANETTE HERBERT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • AMY REES ANDERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • LAURA MILLER

    CORP SECRETA

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
11 May 2026
IRS schema version
2025v4.0
Source object
202621599349301112

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.